Travel insurance quote form template
This five-step travel insurance quote form asks the destination, the purpose of the trip, its length and who is traveling, followed by the contact details. You can clone it into your Growform account and add your policy options.
What the form asks, step by step
Destination, purpose, length and group size are the first facts a travel insurance quote needs. Each is one tap for the traveler.
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Step 1: “What is your travel destination?”
Asia, Europe, America, Africa or Australia sets the regional premium.
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Step 2: “What is the purpose of your trip?”
Business, leisure, study and volunteering trips need different kinds of cover.
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Step 3: “How long is your trip?”
Trip length from under a week to over two weeks shapes the price.
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Step 4: “Are you traveling alone or with others?”
Solo, family or group travel decides between individual and group policies.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
Rewrite the thank-you message to say when the traveler will receive their quote.
Who it’s for
Travel insurance brokers, agencies and travel companies that sell cover alongside trips use this template. It works as a travel insurance form for the quote stage, gathering the four details that set the price before contact details. Travel agents can place it after a booking inquiry to offer cover on every trip. Age and medical conditions, which also affect the price, can be added as extra steps.
Why this structure converts
- The destination question opens the form, which feels like planning a trip rather than buying insurance.
- Trip purpose is asked directly, so business and study travelers get the right policy type.
- Family and group travelers identify themselves before the quote, which avoids requoting.
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Add traveler ages
Age is a major factor in travel insurance prices. Add an age band step, or ask for each traveler’s age on a family trip.
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Ask about medical conditions
A yes-or-no question on pre-existing conditions tells the broker whether to prepare a screening call.
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Split the Americas
“America” is one option in the template. Offer North America and South America separately, since prices often differ.
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Frequently asked questions
What does a travel insurance form need to ask?
It needs the destination, the dates or length, the travelers and their ages, and the purpose of the trip. This template asks four of those, and an age step completes the set.
Can travel agents offer insurance with bookings?
Yes. Share the form after a trip is confirmed, or redirect to it from your booking inquiry form.
Where do quote requests go?
They arrive by email and can be sent to EZLynx, HubSpot, Salesforce or a Google Sheet.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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